Financial Gravity Asset Management’s iShares US Transportation ETF IYT Stock Holding History

Financial Gravity Asset Management’s Portfolio IYT Stock Details IYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,000	Closed	-$8.42K	–	1514
2023 Q2	$8.42K	Buy	+1,000	New	+$57.3K	0.02%	384
2021 Q1	–	Sell	-740	Closed	-$41K	–	828
2020 Q4	$41K	Buy	+740	New	+$39.5K	0.04%	94
2020 Q2	–	Sell	-2,276	Closed	-$78.7K	–	453
2020 Q1	$78.7K	Buy	+2,276	New	+$100K	0.24%	46
2018 Q3	$20K	Hold	440	–	–	0.02%	471
2018 Q2	$22K	Hold	440	–	–	0.02%	462
2018 Q1	$20K	Buy	+440	New	+$21.2K	0.02%	504

Other funds holding IYT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Financial Gravity Asset Management's IYT Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of iShares US Transportation ETF (IYT) in Q3 2023, closing a stake of 1,000 shares — an estimated $8.42K sold.

Financial Gravity Asset Management first reported a position in IYT in Q1 2018 and held it in 6 quarters. The position peaked at $78.7K in Q1 2020. 181 funds tracked by Wall St. Rank hold IYT as of Q3 2023.

Financial Gravity Asset Management reported no remaining iShares US Transportation ETF position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 1,000 iShares US Transportation ETF shares in Q3 2023, an estimated $8.42K.
Financial Gravity Asset Management first reported a position in iShares US Transportation ETF in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's iShares US Transportation ETF position peaked at $78.7K in Q1 2020.
181 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.